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Setting up your AI agent

Create your AI agent, write its instructions, choose what it can do during a call and test it before patients call.

Creating your AI agent

Create a new AI agent from a ready-made starting point, name it, and replace the example clinic before patients call.

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Writing instructions for your AI agent

Tell your AI agent who it is, what it helps with and what it must never do.

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What your AI agent can do during a call

Pass calls to staff, send a text, look things up in clinic documents and more.

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Turning actions on or off for your AI agent

Choose which actions each AI agent can use, then save.

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Letting your AI agent read your clinic documents

Choose which clinic documents your AI agent can look in to answer patients.

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Passing calls to the front desk or a colleague

Send a call to a person when the patient needs one.

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Sending a text message to a patient during a call

Text the patient the clinic address, a link or other details while you talk.

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Practice tests for your AI agent

Save short written conversations and run them after each change to check that your AI agent still answers the way you expect.

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Using several AI agents together (Teams)

Let one AI agent answer and pass the call to the right colleague agent.

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Reminder and follow-up call campaigns

Have your AI agent call a list of patients, for reminders or follow-ups.

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Copying or deleting an AI agent

Try changes on a copy first, or remove an AI agent you no longer use.

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Phone numbers

Get a number for your clinic, choose which AI agent answers it and keep your current number.

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